Defined Contribution – 403(b)

Making our clients’ retirement dreams come true

Since 90% of an employee’s return is a result of their asset class allocation* —not the actual funds they are invested in—we provide each plan participant with recommendations that define retirement objectives and identify an appropriate asset class allocation to reach these objectives.

Every InR 403(b) plan participant can take a customized risk tolerance assessment, define and refine their long-term goals and track portfolio performance.

Our entire program uses low-cost, efficient investment products to provide a level of comfort for plan sponsors as fiduciaries—and investment advice accountability for InR, as co-fiduciary to your plan.

InR 403(b) Investment Plan Highlights

Investments grow tax-deferred until you begin receiving your retirement income

Low investment cost

Prudent investment advice and personalized service

Participants

The first step in this process is to answer the InR risk assessment questionnaire by clicking the link to the right. Answering these questions will provide us with a blueprint for what your retirement can look like based on your current retirement savings, the risk you want to take, when you want to retire, and how much money you will need to live the lifestyle you want after you stop working..